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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CHRW holding history

C. H. Robinson Worldwide, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHRW overviewAll 13F holders of CHRWFull Q2 2026 holdings

Shares (Q2 2026)
35
Value
$6.59K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CHRW by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635$6.59K<0.1%−14−28.6%ReducedHolders
Q1 202649$8.14K<0.1%+29+145.0%AddedHolders
Q4 202520$3.22K<0.1%−2−9.1%ReducedHolders
Q3 202522$2.91K<0.1%−4−15.4%ReducedHolders
Q2 202526$2.50K<0.1%+7+36.8%AddedHolders
Q1 202519$1.95K<0.1%+9+90.0%AddedHolders
Q4 202410$1.03K<0.1%+1+11.1%AddedHolders
Q3 20249$994<0.1%+1+12.5%AddedHolders
Q2 20248$705<0.1%+3+60.0%AddedHolders
Q1 20245$381<0.1%+1+25.0%AddedHolders
Q4 20234$346<0.1%00.0%UnchangedHolders
Q3 20234$345<0.1%00.0%UnchangedHolders
Q2 20234$378<0.1%00.0%UnchangedHolders
Q1 20234$398<0.1%00.0%UnchangedHolders
Q4 20224$366<0.1%–No prior filingHolders